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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,171 | $199,109-58.7% | $173,730-52.7% | $154,746-46.9% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.6%-21.7pp | 80.7%-22.8pp |
| Annual return | 23.86% | 20.02%+3.8pp | 19.96%+3.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,577 | $5,311-70.3% | $4,577-65.5% | $4,379-64.0% |
| Participant deferral / active EE | $2,134 | $7,113-70.0% | $6,326-66.3% | $6,730-68.3% |
| Admin fee / account holder | $5,307 | $20,916-74.6% | $17,523-69.7% | $14,365-63.1% |